Our advisors

Advisor photo for Steven Rabin

Steven Rabin

CFP®, BFA, CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Learn more about Steven Rabin Visit Steven Rabin's website
Advisor photo for Chuck Smith

Chuck Smith

MBA, CFP®, BFA, CPA, APMA, CEPA®

Private Wealth Advisor

Managing Director
Learn more about Chuck Smith Visit Chuck Smith's website
Advisor photo for Joseph Barkat

Joseph Barkat

CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Learn more about Joseph Barkat Visit Joseph Barkat's website
Advisor photo for Louis Schuster

Louis Schuster

APMA, CRPC

Associate Advisor

Learn more about Louis Schuster Visit Louis Schuster's website
Advisor photo for Travis Carlisle

Travis Carlisle

APMA, CRPC

Associate Advisor

Learn more about Travis Carlisle Visit Travis Carlisle's website


Our team

Jennifer de Werd

Jennifer de Werd

Registered Client Service Associate,

Client Service Specialist

Personal Intro

Enjoys water aerobics and camping with her husband and two children.

Qualifications

  • 20+ years in the Financial Field
View more
Cami McCabe

Cami McCabe

Registered Client Service Associate,

Client Service Specialist

Erik Woods

Registered Client Service Associate